Financial Planning Manager

As a Financial Planning Manager in the Direct Channel your primary role is to guide clients in achieving their financial goals through personalized financial planning and strategy development. You will work closely with clients to understand their needs offer tailored solutions and provide ongoing support to ensure their financial wellbeing.

Responsibilities:

• Lead provided by the company you need to work on this lead.
• Convince the customer and sales insurance policy.
• Give the right policy explanation to clients.
• Tell them the benefits of policy etc.
• Take daily followup clients
• Set the meeting with interested clients
• Make good presentation on clients budget
• Organizing sales visits

Qualifications:

• Bachelors degree (preferred).
• Min. 1 to 4 years exp. Of in sales & marketing and BFSI.
• Strong leadership and communication skills.
• Detailoriented and organized.

How to Apply:

Hiral HR Team

sales,marketing,insurance,investment,loans,leads,banking,finance,credit cards,casa,microfinance,cross selling,cold calling,client relationship,NBFC,HNI,B2B,B2C